Enterprise Resource Planning (Erp) Spreadsheet Template

Your ERP Database at a glance

This Enterprise Resource Planning (ERP) template centralizes your core business operations. It connects your staff details, product inventory, and customer orders in a single, reliable system.

The database uses native relationships to keep everything perfectly synced. When your team logs an expense or a customer places an order, all linked records instantly update.

Why enterprise resource planning gets messy in spreadsheets

Managing complex business operations across dozens of connected spreadsheet tabs is a recipe for disaster. Important customer data gets accidentally deleted, and tracking expenses alongside product inventory quickly becomes chaotic.

What a structured database changes

A dedicated database enforces strict rules for your data so nothing breaks as you scale. Dates stay perfectly formatted as dates, and files like order invoices attach directly to the right row.

Instead of relying on fragile formulas between spreadsheet tabs, tables link naturally to one another. You can connect a single customer profile to all of their past orders without endless copy-pasting.

This is exactly what Softr Databases are designed for. Your entire business foundation stays organized, structured, and completely error-free.

What you can do with this template

Instantly track exactly how much stock you have and automatically calculate its total value. You can monitor team expenses by category and see exactly who submitted the invoice.

Track total revenue per customer through automated rollups that summarize all their past orders. Start using this ready-made setup instantly and leave broken spreadsheets behind.

Who is this ERP Database for

This template is designed for growing businesses that need a single source of truth for their daily corporate operations.

• Operations Managers: Track product stock levels and calculate inventory values in real time without digging through tabs.
• Sales Directors: Monitor customer revenue and see exactly which items are driving your monthly orders.
• HR Leaders: Maintain an organized directory of employees, their departments, and their specific contract details.
• Finance Teams: Keep a clean, searchable log of all staff expenses neatly categorized by department or type.

How to take it further

You can easily customize this database to perfectly match your company's actual internal workflows. Add new expense categories like software subscriptions or tweak the default order processing statuses natively.

Import your existing operations data instantly via simple CSV uploads. You can also use the API to automatically sync new orders coming from your online store directly into the database.

When your team is ready, you can build a full internal operations portal around this structured data. Using a drag-and-drop interface builder, you can turn these tables into a powerful web application.

You can easily apply granular users and permissions to control exactly what your team sees. Employees can safely log in to submit their own expenses without accidentally accessing sensitive company revenue data.